State of Wyoming More: the full row for State of Wyoming 2,191 $406K 0.05% -3,805 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,190 $406K 0.32% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,189 $406K 0.24% +317 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,186 $405K 0.16% -200 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,178 $404K 0.12% +87 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,178 $404K 0.24% -50 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,173 $403K 0.11% 0 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 2,161 $401K 0.29% 0 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,155 $400K 0.32% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,151 $399K 0.18% -168 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,150 $399K 0.19% +250 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,144 $398K 0.21% +199 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,139 $397K 0.04% -31 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,136 $396K 0.11% +527 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 2,132 $395K 0.2% +196 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,131 $395K 0.1% +38 13F-HR Timeline Group Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 2,174 $395K 1.03% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,128 $395K 0.29% +85 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,124 $394K 0.15% -87 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,123 $394K 0.08% +358 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,115 $392K 0.31% -183 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,114 $392K 0.11% +87 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 2,112 $392K 0.24% -52 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,110 $391K 0.12% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,106 $391K 0.05% +500 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,105 $390K 0.09% +7 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,101 $389K 0.13% +132 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 2,100 $389K 0.06% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,098 $389K 0.06% -617 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,094 $388K 1.27% -16,242 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,093 $388K 0.1% -1 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,090 $388K 0.24% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,089 $387K 0.37% -199 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,087 $387K 0.18% +80 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,086 $387K 0.12% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,084 $386K 0.22% -200 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,080 $386K 0.26% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,072 $384K 0.23% +22 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,070 $384K 0.14% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,068 $383K 0.12% +111 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,068 $383K 0.1% -3 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,060 $382K 0.07% -385 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 2,061 $382K 0.03% -441 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,058 $382K 0.13% -72 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,058 $382K 0.28% -86 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,055 $381K 0.05% -208 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,052 $380K 0.53% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,051 $380K 0.14% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,051 $380K 0.21% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,051 $380K 0.11% -46 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,047 $380K 0.01% -52 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,035 $379K 0.12% new 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,040 $378K 0.21% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,039 $378K 0.03% -193 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,038 $378K 0.28% +280 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,037 $378K 0.3% -2,722 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,038 $377K 0.13% -62 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,030 $376K 0.21% +19 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,027 $376K 0.12% +205 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,027 $376K 0.21% +73 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,027 $376K 0.17% -54 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,026 $376K 0.04% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,024 $375K 0.26% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,873 $374K 0.07% +177 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2,013 $373K 0.18% +1 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,010 $373K 0.01% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,008 $372K 0.31% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,007 $372K 0.17% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,005 $372K 0.08% -54 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,003 $371K 0.33% -5 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 2,000 $371K 0.49% 0 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,000 $371K 0.01% 0 13F-HR Timeline Group Stonegate Management LLC More: the full row for Stonegate Management LLC 2,000 $371K 0.25% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,994 $370K 0.26% -4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,995 $370K 0.13% +149 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,992 $369K 0.11% +50 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,992 $369K 0.22% -50 13F-HR/A Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,990 $369K 0.29% +320 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,985 $368K 0.36% -530 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,983 $368K 0.13% -60 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,984 $368K 0.25% +156 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,987 $368K 0.02% -160 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,982 $367K 0.06% +193 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,981 $367K 0.11% +474 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,978 $367K 0.26% +8 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,977 $367K 0.23% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 1,975 $366K 0.18% +81 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,975 $366K 0.17% +2 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,943 $366K 0.27% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,926 $365K 0.3% +57 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,969 $365K 0.02% +358 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,964 $364K 0.13% +105 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,958 $363K 0.14% -54 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,954 $362K 0.2% -8 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,946 $361K 0.19% -28 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,946 $361K 0.04% +135 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,938 $359K 0.1% -73 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,936 $359K 0.12% +13 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,935 $359K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,348 $359K 0.12% 0 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,036 $358K 0.33% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,931 $358K 0.27% -835 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,931 $358K 0.24% -3 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,929 $358K 0.08% -169 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,928 $358K 0.02% +1,922 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,922 $358K 0.13% +24 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,927 $357K 0.13% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,926 $357K 0.13% +300 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,925 $357K 0.02% +116 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,925 $357K 0.01% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,921 $356K 0.09% +14 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,919 $356K 0.17% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,916 $355K 0.27% +319 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,914 $355K 0.22% +15 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,913 $355K 0.07% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,912 $355K 0.02% +542 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,912 $355K 0.26% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1,910 $354K 0.21% +90 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,909 $354K 0.07% +25 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,908 $354K 0.11% +344 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,905 $353K 0.06% -361 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,900 $352K 0.09% -83 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 1,898 $352K 0.08% -10 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,862 $352K 0.11% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,895 $351K 0.3% -61 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,893 $351K 0.05% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,888 $350K 0.22% +4 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,885 $349K 0.35% +642 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,879 $348K 0.04% +394 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,877 $348K 0.26% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,876 $348K 0.47% +1 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,876 $348K 0.07% 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,875 $348K 0.16% +218 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,875 $348K 0.23% +33 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,875 $348K 0.16% +487 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 1,873 $347K 0.19% +93 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,870 $347K 0.07% +266 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,870 $347K 0.13% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,869 $347K 0.03% -56 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,868 $346K 0.16% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,866 $346K 0.07% -900 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,864 $346K 0.38% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,863 $345K 0.15% +18 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,859 $345K 0.16% +8 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,856 $344K 0.09% -37 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,841 $344K 0.07% +148 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,851 $343K 0.04% +464 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,844 $342K 0.33% 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 1,837 $341K 0.04% -175 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,838 $341K 0.15% +18 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,837 $341K 0.3% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,831 $340K 0.25% -59 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,828 $339K 0.23% +2 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,828 $339K 0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,828 $339K 0.01% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,823 $338K 0.05% -52 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,818 $337K 0.33% -355 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,815 $337K 0.23% +30 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,763 $336K 0.19% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,813 $336K 0.01% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,812 $336K 0.04% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,810 $336K 0.13% +305 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,809 $335K 0.09% +120 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,807 $335K 0.14% +33 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,804 $334K 0.25% +2 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,802 $334K 0.06% +50 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,800 $334K 0.13% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,800 $334K 0.01% -342 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,799 $334K 0.39% -11 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,798 $333K 0.02% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,765 $333K 0.1% +399 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,788 $333K 0.15% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,792 $332K 0.15% -110 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,788 $332K 0.06% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,784 $331K 0.04% -45 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,783 $331K 0.1% +164 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,783 $331K 0.1% -97 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,783 $331K 0.12% -111 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,777 $330K 0.14% +14 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,776 $329K 0.2% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,775 $329K <0.01% +16 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,704 $329K 0.05% -157 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 1,770 $328K 0.08% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,768 $328K 0.07% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,768 $328K 0.13% -178 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,768 $328K 0.16% +152 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 2,023 $327K 0.2% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,762 $327K 0.09% -5 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 121,150 $326K 0.53% +117,410 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,759 $326K 0.04% -267 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,757 $326K 0.11% +5 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 1,755 $325K 0.07% new 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 1,755 $325K 4.48% -5,110 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,754 $325K 0.2% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,754 $325K 0.08% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 1,754 $325K 0.12% +1 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,754 $325K 0.08% -34,767 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,744 $323K 0.1% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,739 $323K 0.18% +259 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,741 $323K 0.09% 0 13F-HR Timeline